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FINANCIAL PLANNING

INDUSTRY NEWS

WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acqui...

INDUSTRY NEWS

The Australian Wealth Advisors Group has entered into a joint venture with a Melbourne financial services firm to launch a wealth manager....

INDUSTRY NEWS

Remediation and litigation costs have led AMP to announce a reduced statutory net profit after tax of $98 million for the first half of 2025....

INDUSTRY NEWS

Colonial First State has partnered with JP Morgan Asset Management to make its inaugural private equity allocation, continuing the firm’s expansion into unlisted asset cl...

INDUSTRY NEWS

Two law firms have highlighted licensees’ responsibility to ensure they have sufficient cyber security measures in light of the enforcement action against Fortnum Private...

INDUSTRY NEWS

A former director has pleaded guilty to providing financial product advice without holding an AFSL which saw almost $2 million transferred to him....

INDUSTRY NEWS

Commonwealth Private Limited, a subsidiary of Commonwealth Bank of Australia, has launched a wholesale offering with the help of JPMAM....

INDUSTRY NEWS

Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery ...

INDUSTRY NEWS

Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors. ...

INDUSTRY NEWS

While Australia prepares for the $3.5 trillion intergenerational wealth transfer, two female advisers have discussed why women may be detracted from seeking advice and th...

INDUSTRY NEWS

ETF provider Betashares has launched a global bond ETF as investors pour billions into cash and fixed income ETFs....

INDUSTRY NEWS

Danielle Press, a former ASIC commissioner, is to chair a new AFSL committee set up by Sequoia which seeks to improve governance practices and review its approved product...

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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

1 month ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

1 month 1 week ago

ASIC has released the results of the latest adviser exam, with August’s pass mark improving on the sitting from a year ago. ...

1 week 3 days ago

The inquiry into the collapse of Dixon Advisory and broader wealth management companies by the Senate economics references committee will not be re-adopted. ...

2 weeks 3 days ago

While the profession continues to see consolidation at the top, Adviser Ratings has compared the business models of Insignia and Entireti and how they are shaping the pro...

2 weeks 5 days ago